We are looking for a way to take scheduled snapshots of a Jira dashboard on a weekly or monthly basi

[Andreas Gölles]

For my client, I created a dashboard for their JSM Cloud project. It includes pie charts, bar charts, etc. (standard Cloud dashboard gadgets). Now, the client would like to have the possibility for weekly or monthly reporting. Simply put, they want a “snapshot as of today” that is static, so it can be exported to Confluence and annotated there.

I know that dashboards can be embedded in Confluence; however, the content is then dynamic, and the client specifically requires an immutable snapshot from a given point in time. Do you have any ideas or approaches to achieve this?

Thanks for your answers and inputs 

Andreas 

[Matteo Vecchiato]

Hi @Andreas Gölles ,

Thank you for your question.

Based on my experiencia, with Jira or Confluence it is not possible to take a ASOF today snapshot. The data will be always dynamic.

Neither with Eazybi is possible.

The only approach I have seen for this it is to integrate Jira with Powerbi, add in the data source a date field with the day, maintain the historical data in Powerbi and construct the report directly in Powerbi.

Powerbi or a datawarehouse solution. But Jira or confluence is not the tool for this kind of reporting.

I hope it helps

[elita_kalane]

Hello @Andreas Gölles  hello @Matteo Vecchiato

@Matteo Vecchiato - I would like to clarify that eazyBI does support historical snapshots of Jira data. If you've tried building reports with eazyBI and weren't able to capture historical results, I'd be happy to help guide you on how to achieve this. Please feel free to reach out to us directly at support@eazybi.com if you'd like assistance.

@Andreas Gölles - depending on what kind of reports are in your dashboard, eazyBI offers several options to show historical snapshots of your data:

The most common scenario is tracking how many issues were in specific statuses at the end of period of selected time (for example - week, month, quarter etc). eazyBI can import issue change history and provides an "Issues history" measure that shows you exactly how many issues were in a particular state at the end of each time period - and these numbers remain unchanged even when issues are later updated.

With eazyBI users can also import change history for single-select custom fields (like Priority, Assignee, Sprint, Issue type etc). This means you can track historical values for these fields as well. The limitation is only for multi-select fields.

Here is one of the examples from our demo reports - https://eazybi.com/accounts/1000/cubes/Issues/reports/50046-unresolved-issues-by-statuses-over-time regarding the status changes over time. 

Best wishes,

Elita from support@eazybi.com

[Matteo Vecchiato]

Thank you for clarification @elita_kalane